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VCU Investment Management’s iShares Gold Trust IAU Stock Holding History

VCU Investment Management’s Portfolio IAU Stock Details IAU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$73.2M Buy
969,928
+208,130
+27% +$17.7M 94.96% 1
2026
Q1 		$67.2M Hold
761,798
– – 97.9% 1
2025
Q4 		$61.8M Buy
+761,798
New +$59.6M 72.64% 1
2023
Q3 		$27.7M Hold
792,658
– – 100% 1
2023
Q2 		$28.8M Hold
792,658
– – 100% 1
2023
Q1 		$29.6M Hold
792,658
– – 100% 1
2022
Q4 		$27.4M Hold
792,658
– – 100% 1
2022
Q3 		$25M Hold
792,658
– – 100% 1
2022
Q2 		$27.2M Sell
792,658
-6,673
-0.8% -$237K 100% 1
2022
Q1 		$29.4M Sell
799,331
-211,752
-21% -$7.56M 41.04% 2
2021
Q4 		$35.2M Sell
1,011,083
-9,122
-0.9% -$312K 27.22% 2
2021
Q3 		$34.1M Hold
1,020,205
– – 20.24% 2
2021
Q2 		$34.4M Sell
1,020,205
-4,896
-0.5% -$169K 20.26% 2
2021
Q1 		$33.3M Buy
1,025,101
+7,157
+0.7% +$245K 17.63% 2
2020
Q4 		$36.9M Buy
1,017,944
+318,655
+46% +$11.4M 19.07% 2
2020
Q3 		$25.2M Sell
699,289
-53
-0% -$1.94K 12.07% 3
2020
Q2 		$23.8M Sell
699,342
-8,742
-1% -$286K 12.1% 3
2020
Q1 		$21.3M Buy
708,084
+295,352
+72% +$8.93M 8.24% 4
2019
Q4 		$12M Buy
+412,732
New +$11.7M 2.74% 6

Other funds holding IAU

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

VCU Investment Management's IAU Position: Q2 2026 in Review

VCU Investment Management increased its iShares Gold Trust (IAU) stake by 27% in Q2 2026, buying an estimated $17.7M and bringing the position to 969,928 shares worth $73.2M. The position accounts for 94.96% of the portfolio, ranked #1.

VCU Investment Management first reported a position in IAU in Q4 2019 and has held it in 19 quarters since. 1,898 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • VCU Investment Management held 969,928 shares of iShares Gold Trust worth $73.2M as of Q2 2026.
  • VCU Investment Management bought 208,130 iShares Gold Trust shares in Q2 2026, an estimated $17.7M.
  • iShares Gold Trust made up 94.96% of VCU Investment Management's portfolio in Q2 2026, its #1 holding.
  • VCU Investment Management first reported a position in iShares Gold Trust in Q4 2019 and has held it in 19 quarters since.
  • 1,898 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on VCU Investment Management's 13F filing for Q2 2026, filed 10 Aug 2026.